Migrate from Marketing 360 to monday CRM

Marketing 360 Contact records map to Items in a Monday.com CRM Contacts board. We extract id, firstName, lastName, email, phone, contactName, and customerId from the Marketing 360 CRM API and populate corresponding Monday.com columns (Name from firstName + lastName, Email, Phone). The Marketing 360 customerId is preserved as a text column for cross-reference. Each Contact is assigned to a Board Group representing its status or type taxonomy from Marketing 360.

Marketing 360 Company records with organizationId map to Items in a Monday.com Accounts board. We extract company name, domain, address, and phone and populate Monday.com text and location columns. The Accounts board is provisioned before Contact migration so that the Account-Contact relationship can be established via Monday.com's Item column linking or the Contact's Account column reference at migration time.

Marketing 360 Deal records map to Items in a dedicated Monday.com Deals board. Deal name, amount, stage, and close date migrate to Monday.com text, number, status, and date columns. The Deal's associated Contact is linked via a people or connect column at migration time. Closed-won and closed-lost reasons from Marketing 360 custom fields map to text columns in Monday.com for deal-loss analysis.

Marketing 360 tag arrays on Contact records migrate to a Monday.com Label or Tags column in the Contacts board. We extract the full tag taxonomy from the Marketing 360 API, map each tag name to a Monday.com label option, and apply label memberships to migrated Items. Tags used for segmentation in Marketing 360 are preserved as label values so that filtering and grouping in Monday.com mirrors the original segmentation logic.

Marketing 360 custom fields are exposed via the dedicated Custom Fields API with id-value pairs per contact. We map each custom field to a Monday.com custom column type based on data type: text strings map to Text columns, numbers to Number columns, dates to Date columns, and multi-select values to Label columns. Dependency relationships between Marketing 360 custom fields require manual reconfiguration in Monday.com's conditional column logic post-migration.

Marketing 360 assignees store username, fullName, and email nested under contact records. We resolve each assignee email against the Monday.com workspace User table and assign the matched User to the Item's People column. Any assignee without a matching Monday.com User is held in a reconciliation queue for the customer's admin to provision before final import. Assignee data is migrated after User provisioning is confirmed.

Marketing 360 uses arbitrary name-id pairs for contact Statuses and Types with no enforced taxonomy in the API. We extract the full set of unique Status and Type values from the Contact records, configure corresponding options in a Monday.com Status or Label column in the Contacts board, and apply the matching value to each migrated Item. Customers should review the resulting status options list post-migration and consolidate any duplicate or outdated values.

Marketing 360 UXi XML export produces Posts, Pages, Testimonials, and Media as structured XML records. We extract title, body content, categories, tags, and media URLs from the XML and import them as Items in a Monday.com Content board with text and label columns. Layout files, theme configuration, and root-domain hosted media assets are not included in the UXi export and are flagged as a separate rebuild scope. Content migrates as structured Items; the site design must be rebuilt in the customer's chosen CMS.

UXi XML testimonials export author name, content body, and any media URLs. We import these as Items in a dedicated Testimonials board in Monday.com with Name (author), Text (content), and Link (media reference) columns. The testimonial board does not have a native Monday.com equivalent so it is created as a custom board with a simple structure for reference and follow-up use.

UXi XML exports include media references but do not bundle root-domain hosted assets. We download accessible media files during export where the URLs are publicly reachable and re-upload them to Monday.com as file attachments on the corresponding Item, or preserve the original URL in a Link column if the asset remains hosted on the Marketing 360 CDN. Media assets that are not accessible via the export URL are flagged in the migration report for manual retrieval.